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RIA / WealthAdvisor11 years in industry

JOSH ERIC ALTMAN

Advisor at JOHNSON BRUNETTI

WETHERSFIELD, CT

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Search this name across graphsid dfx:ria:a4937a16-ba25-59c7-e243-8b1fab8740f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Aug 18, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JOHNSON BRUNETTI
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 17, 2017
First registration: Aug 18, 2017
Dual registered: no
Other names: Josh Altman
IAPD individual key: 6816080

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JOHNSON BRUNETTI	Independent wealth	Aug 28, 2024	n/a	yes	WETHERSFIELD, CT	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 7, 2023	Jul 30, 2024	no	BURLINGTON, MA\|WALTHAM, MA\|MARLBOROUGH, MA\|BURLINGTON, MA\|CHELMSFORD, MA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Nov 2, 2022	Jul 6, 2023	no	Newburyport, MA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 27, 2022	Nov 3, 2022	no	Burlington, MA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 18, 2017	Nov 3, 2022	no	Burlington, MA\|San Diego, CA\|Burlington, MA\|Burlington, MA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 18, 2017	Oct 14, 2022	no	SAN DIEGO, CA\|Burlington, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	JOHNSON BRUNETTI	Jul 30, 2024	Aug 28, 2024	29	Firm change	Ibd to RIA
COMMONWEALTH FINANCIAL NETWORK	LPL FINANCIAL LLC	Jul 6, 2023	Sep 7, 2023	63	Firm change	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Nov 3, 2022	Jan 27, 2022	-280	Channel change	RIA to ibd
CHARLES SCHWAB & CO., INC.	COMMONWEALTH FINANCIAL NETWORK	Nov 3, 2022	Nov 2, 2022	-1	Firm change	Ibd to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Aug 18, 2017	-1,883	Bulk transfer	Other

Relationships

Registered with (6)

→ JOHNSON BRUNETTIRegistered adviserregistration: current employment
Aug 28, 2024 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 7, 2023 to Jul 30, 2024factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Nov 2, 2022 to Jul 6, 2023factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 18, 2017 to Nov 3, 2022factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 27, 2022 to Nov 3, 2022factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 18, 2017 to Oct 14, 2022factForm ADV

Dated events

Occurred
Jul 30, 2024
Advisor changed firm
Josh Eric Altman left Lpl Financial Llc for Johnson Brunetti (registered 2024-08-28)
Form ADVobserved 5 days ago
Occurred
Jul 6, 2023
Advisor changed firm
Josh Eric Altman left Commonwealth Financial Network for Lpl Financial Llc (registered 2023-09-07)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Josh Eric Altman left Charles Schwab & Co., Inc. for Commonwealth Financial Network (registered 2022-11-02)
Form ADVobserved 5 days ago